Power Platform Community Forum Thread Details

Hi everyone,

I’m working on a project where I need to set up an automated workflow using Power Automate that triggers email reminders based on specific date conditions from an Excel file.

Here's the situation:

I have an Excel table that tracks several assessments, each with a Review Date and a Responsible Manager. What I need Power Automate to do is:

Check the Review Date column.
When today’s date is 9 months before the Review Date, send an email reminder to the Responsible Manager.

The table looks something like this:

Assessment Title	Review Date	Responsible Manager
Stress Management	Dec-22	John Smith
Fire Risk Assessment	Apr-25	Kyle Davids

I’d like the email to include some basic information like the Assessment Title and the Review Date.

Could someone guide me on how to set up this workflow in Power Automate? I’m not sure about the best approach, especially around creating the trigger to compare today’s date with the Review Date.

Any help or step-by-step instructions would be much appreciated.

Thanks in advance.

Categories:

Building flows